WPC

Wedmont Private Capital Portfolio holdings

AUM $2.69B
1-Year Est. Return 20.68%
This Quarter Est. Return
1 Year Est. Return
+20.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$12.7M
3
+$11M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.9M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$7.78M

Top Sells

1
+$67.8M
2
+$5.38M
3
+$2.51M
4
Z icon
Zillow
Z
+$1.32M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.09M

Sector Composition

1 Technology 12.98%
2 Financials 5.54%
3 Consumer Discretionary 4%
4 Healthcare 4%
5 Communication Services 3.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$638K 0.04%
8,167
302
$635K 0.04%
6,101
-390
303
$635K 0.04%
40,574
+78
304
$628K 0.04%
12,575
+1,588
305
$628K 0.04%
24,760
306
$624K 0.04%
3,748
-83
307
$624K 0.04%
29,664
+126
308
$606K 0.03%
16,403
+383
309
$605K 0.03%
1,441
+150
310
$602K 0.03%
15,242
+164
311
$598K 0.03%
4,908
312
$596K 0.03%
1,734
+120
313
$587K 0.03%
9,507
+578
314
$586K 0.03%
5,436
+479
315
$584K 0.03%
4,178
+160
316
$583K 0.03%
2,238
-16
317
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3,704
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318
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6,636
+3
319
$579K 0.03%
296
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320
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1,063
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321
$567K 0.03%
4,122
+3
322
$564K 0.03%
16,760
+1,089
323
$558K 0.03%
9,375
324
$557K 0.03%
2,512
+152
325
$557K 0.03%
4,950
+99
11 12
13
14 15